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SPMAX vs VMCPX
SPMAX vs VMCPX Comparison
Open Charts SPMAX vs VMCPX
Saratoga Mid Capitalization A
Price$11.79
Change+$0.10 (+0.86%)
VolumeN/A
Net Assets11.06M
Vanguard Mid Cap Index InstitutionalPlus
Price$383.04
Change+$2.26 (+0.59%)
VolumeN/A
Net Assets185.28B
SPMAX vs VMCPX Comparison Chart in %
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SPMAX vs. VMCPX commentary
Jul 07, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is SPMAX is a Buy and VMCPX is a Buy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 185B vs. SPMAX (11.1M). VMCPX pays higher dividends than SPMAX: VMCPX (1.54) vs SPMAX (0.00). SPMAX was incepted earlier than VMCPX: SPMAX (23 years) vs VMCPX (15 years). SPMAX (2.03) is less costly to investors than VMCPX (0.03). SPMAX is a more actively managed with annual turnover of: 129.00 vs. VMCPX (16.00). SPMAX has a lower initial minimum investment than VMCPX: SPMAX (2500) vs VMCPX (100000000). VMCPX annual gain was more profitable for investors over the last year : 17.65 vs. SPMAX (-0.42). VMCPX return over 5 years is better than : 73.80 vs. SPMAX (24.63).
| SPMAX | VMCPX | SPMAX / VMCPX | |
| Total Expense Ratio | 2.03 | 0.03 | 6,767% |
| Annual Report Gross Expense Ratio | 2.03 | 0.03 | 6,767% |
| Fund Existence | 23 years | 15 years | - |
| Gain YTD | 4.893 | 7.631 | 64% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.1M | 185B | 0% |
| Annual Yield % from dividends | 0.00 | 1.54 | - |
| Returns for 1 year | -0.42 | 17.65 | -2% |
| Returns for 3 years | 19.57 | 43.14 | 45% |
| Returns for 5 years | 24.63 | 73.80 | 33% |
| Returns for 10 years | -12.92 | 127.62 | -10% |
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